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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,732 | $102,422-28.0% | $147,117-49.9% | $80,959-8.9% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.7%+14.7pp |
| Annual return | 13.63% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $446 | $3,717-88.0% | $4,932-91.0% | $2,757-83.8% |
| Participant deferral / active EE | $2,849 | $6,652-57.2% | $8,065-64.7% | $4,300-33.8% |
| Admin fee / account holder | $20,983 | $7,953+163.8% | $12,993+61.5% | $6,925+203.0% |